Overview of Widgets

Speed Dial Explanation Table

·       Speed dials are a dashboard feature used to add relevant quick links to frequently needed Documents, Forms, and websites.

·       Speed dials can be displayed three ways: in a horizontal row at the top of a screen, a floating expandable icon, and as a widget.

·       Speed dials cannot be dragged and dropped to reorder them. Instead, they display in the order in which they are pinned to a Dashboard. To change their order, simply unpin and re-add them in the order you wish to have them display.

Placement Options

Images of Placement Location

Disabled

When placement is marked as disabled, the speed dials will no longer show on the dashboard. Disabled unpins the speed dial from the dashboard without deleting record of it from the Module.

Top

·       A speed dial with a top placement shows immediately under the page header.

·       The vertical three dot icon opens a context menu with the options to edit or unpin.

Floating

·       A speed dial with floating placement is shown as an up arrow icon in the bottom right hand corner that expands when clicked.

·       The context menu shows below links when a floating speed dial is expanded, as well as options to edit and unpin.

Widget

·       A speed dial with widget placement will show within the grid of module summaries and charts.

·       The vertical three dot icon opens a context menu with the options to edit or unpin.

Module Summary Widget Explanation Table

·       Module Summaries are widgets that summarize all relevant and time sensitive information within specific modules and present it in a condensed format.

·       The widget header in bold identifies the Module being summarized. The first number to the right of the header indicates the number of outstanding or past due actions/ tasks / documents, etc. relevant to the user. If the user is a supervisor/admin, the second number (in parentheses) shows the total number of outstanding actions for the supervisor/admin plus that of all users that report to the supervisor/admin.

·       The vertical three dot icon opens a context menu with the singular option to Unpin. Note: On a mobile device accessing the web version of KAStrack, additional options will show in the context menu, allowing the user to rearrange the ordering of the widgets within the widget grid.

Module

Comments

Image

Actions

Module Summary Widget Key

Overdue

Nearing due date

Group(s) past inactivity date

Outstanding with no due date

Outstanding

Assets

Module Summary Widget Key

Overdue critical item task

Overdue task

Critical item task due soon

Task due soon

Deferred Task

Dispatch

Module Summary Widget Key

To go to scheduled status

To go to ready to dispatch status

To go to dispatched status

To go to completed status

To go to cancelled status

To go to archived status

Documents

Module Summary Widget Key

Overdue continued suitability review

Waiting to be published

Need(s) approval

Require(s) acknowledgement

Reviewed but not yet approved

Notification(s) of new revisions

Draft Form Entries Assigned to Me

Forms can be designed to allow users to save their current work as a draft, giving them the option to come back to an entry and complete it at a later time. If a user has any active Draft Entries assigned to their account, they can be accessed through a quick link in the Draft Form Entries Assigned to Me Module Summary.

Finance

Module Summary Widget Key

Outstanding Budget Items

Pending Approvals

Forms

Module Summary Widget Key

Approval past due

Approval required

Drafts

Note: At the bottom of the Forms Module Summary Widget, forms attached to the dashboard are shown as quick links for ease of access. This is set in the Form’s settings by its creator or an Admin. WIKIILINK

Kanban

All To Do Notifications in Kanban

Kanban Module Summary

Customizable Kanban Board Module Summary

The Kanban Module Summary cannot be customized. Each board will show with the total number of to dos associated with it.

Each Kanban Board can have their own individual Module Summary, which can be customized at the Kanban level. Changes to the Board Module Summary will show to all who add the widget.

WIKI LINK HOW TO CUSTOMIZE AN INDIVIDUAL BOARD MODULE SUMMARY

Meetings

Meeting with Recent Instance

Meeting with no Instances

People

Module Summary Widget Key

Expired Certification

Expired Competency

Overdue Certification

Overdue Competency

Due Certification

In Training or Deferred Certification

In Training or Deferred Competency

People - Competency

Module Summary Widget Key

Expired Competency

Overdue Competency

In Training or Deferred Competency

People – Courses

Module Summary Widget Key

Expired Course

Overdue Course

Due Course

Deferred Course

Chart Widget Explanation Table

·       The widget header in bold identifies the chart title and the chart type.

·       The vertical three dot icon to the right opens a context menu with the options to View Chart and Unpin.

Charts

Type and Recommended Usage

Image

Representative

Bar Chart:

Recommended when comparing quantities across different categories

Horizontal Bar Chart:

Recommended when comparing quantities across different quantities

Pie Chart:

Recommended when showing composition and parts of a whole

Line Chart:

Recommended when showing continuous data trends over time

Doughnut Chart:

Recommended when showing parts of a whole and highlighting a total or key metric in the center

Trending

Line Chart:

Recommended when emphasizing patterns and direction of change

Empty Chart

If you see a chart but no data appears, confirm that the value column contains numeric values.

If a chart widget does not show a chart, it is because you do not have authorization to view that data.